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How to Create and Manage Calculated Fields

v1.14.0

K
Written by Kay Chen

This article guides you through the process of creating and managing calculated fields.

Before you begin, make sure you have added the necessary datasets and created a narrative document to work with. The links to the articles are as follows:

Let's get started with creating a calculated field:

1. Log into CoAuthor

2. Open a Project

3. Click on the Documents tab

4. Click on a Narrative Document

5. Once the Narrative Document opens in Word, click on the Add-in to open it

6. Click on the Data Sections tab

7. Click on the Create Sections Button

8. In the Create Sections modal, enter a Name

9. Select a table from the 'TABLE' menu

10. Select a 'Subject ID Column'

11. Click on the Create button

12. In the Fields tab, click on the Actions button

13. From the Actions menu, click on Create Calculated Field

14. Enter a Name in the free text field under NAME

15. In the Calculated Field modal, select a Column

16. Select an Operation

17. Select a Value or type in a value

18. Click the plus sign to add additional rows to calculate

19. Click the trash icon to remove unwanted rows

20. Once satisfied with selections, click the Save button

Please note that you must provide a Name to enable the save button to save the selections in the Calculated Field modal.

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